Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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24
Number of overlapping holdings
24.2%
% of IYG's 103 holdings also in KBWB
100.0%
% of KBWB's 24 holdings also in IYG
Overlap by Weight
Sector Drift (IYG minus KBWB)
Overlapping Holdings
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Company | Weight in IYG |
Weight in KBWB |
Overlap | |
---|---|---|---|---|
JPMORGAN CHASE & CO | 11.3% | 8.1% | 8.1% | |
BANK OF AMERICA CORP | 5.1% | 8.2% | 5.1% | |
WELLS FARGO & CO | 4.1% | 7.8% | 4.1% | |
GOLDMAN SACHS GROUP INC | 2.6% | 8.0% | 2.6% | |
CITIGROUP INC | 2.3% | 4.2% | 2.3% |
Position Highlights (Non-Overlapping Exposures)
IYG Overweight Relative to KBWB
BERKSHIRE HATHAWAY INC-CL B | 15.1% | |
VISA INC. CLASS A | 8.7% | |
MASTERCARD INCORPORATED CLASS A | 7.8% | |
JPMORGAN CHASE & CO | 3.3% | |
S&P GLOBAL, INC. | 2.8% | |
AMERICAN EXPRESS CO | 2.5% | |
BLACKROCK INC | 2.2% | |
SCHWAB (CHARLES) CORP | 2.1% | |
BLACKSTONE GROUP LP/THE | 1.8% | |
INTERCONTINENTALEXCHANGE INC | 1.6% |
IYG Underweight Relative to KBWB
MORGAN STANLEY | -5.9% | |
GOLDMAN SACHS GROUP INC | -5.3% | |
WELLS FARGO & CO | -3.7% | |
STATE STREET CORP | -3.5% | |
HUNTINGTON BANCSHARES INC | -3.4% | |
FIFTH THIRD BANCORP | -3.4% | |
M & T BANK CORP | -3.3% | |
REGIONS FINANCIAL CORP | -3.2% | |
TRUIST FINANCIAL CORPORATION | -3.1% | |
NORTHERN TRUST CORP | -3.1% |